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© 2017 by Coastwise Capital Group, LLC 

Coastwise Capital Group is a high-end, award winning independent money management firm, offering investment services and expertise to affluent individuals, families, and institutions. Coastwise offers customized portfolios which are carefully tailored to meet the current and evolving needs of each of our clients.

WHY COASTWISE?

The advisors at Coastwise have one goal in mind - to help you reach your long-term financial goals. Unlike larger firms, we are able to spend more time with each client to understand their needs and answer any questions along the way, Our financial advice is designed to keep your mind at ease. Knowing that no two situations are the same; a customized approach allows us to adjust your portfolio at any given time to suit changes in your investment objectives or financial situation.

 

At Coastwise we have a simple percentage-based fee structure. We benefit when you benefit.

 

Please check out The Coastwise Advantage for more information

Customized Portfolio based on goals

 

No hidden fees

 

Direct access to your wealth manager 

One size fits all approach​

Confusing charges

 

Long queue times to talk with an advisor

 

MEET THE TEAM

scott_kyle_author_edited.jpg
SCOTT KYLE
CHIEF EXECUTIVE OFFICER
CHIEF INVESTMENT OFFICER
 
BRAD SAENZ
CHIEF OPERATIONS OFFICER
FINANCIAL ADVISOR
 
Laurie Itkin financial
LAURIE ITKIN
FINANCIAL ADVISOR
PORTFOLIO MANAGER
 

CONTACT

COASTWISE 

CAPITAL

OUR ADDRESS

1025 Prospect St., Suite 380 

La Jolla, CA, 92037

Email: [email protected]
Tel:  (858) 454-6670

FAX: (858) 454-6695

To get a FREE Portfolio Review click here.